Stegent Equity Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Buy |
6,472
+893
| +16% | +$63.2K | 0.41% | 77 |
|
|
2025
Q1 | $400K | Buy |
5,579
+129
| +2% | +$9.24K | 0.41% | 76 |
|
|
2024
Q4 | $339K | Buy |
5,450
+1,378
| +34% | +$85.8K | 0.34% | 71 |
|
|
2024
Q3 | $293K | Buy |
4,072
+859
| +27% | +$61.7K | 0.32% | 73 |
|
|
2024
Q2 | $205K | Sell |
3,213
-7,604
| -70% | -$484K | 0.21% | 80 |
|
|
2024
Q1 | $662K | Buy |
+10,817
| New | +$662K | 0.67% | 47 |
|